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Forms & Inspections

Digital Forms That Match Your Paperwork.

Build the inspection, service and sign-off forms your team already uses, capture them on site with photos and signatures, and keep every submission on record.

What It Does

What You Get

A drag-and-drop form builder

Build forms from headlines, text, choices and more. Mark fields as required, reorder elements and preview before you publish.

Starter templates for your industry

Choose your industry when you create your team and ready-made starter forms are added, which you can edit, duplicate or delete.

Smart forms

Show or hide elements based on earlier answers, and use live fields to insert client or asset details straight into a form.

Evidence on site

Capture photos, video and audio, signatures and freehand drawings, attach files and pick a location, all from the mobile app.

Complete or incomplete

Submit a form as complete, or mark it incomplete so the work order reflects that something still needs attention.

Records you can export

View every submission, see the form's history and export submitted forms as PDF or CSV.

In Practice

How It Works

1

Build a form, or start from an industry template and adapt it.

2

Attach the form to a work order, so it is ready on the engineer's device.

3

The engineer completes it on site, progress saves automatically, and it submits when they are done, even from offline.

4

The submission is stored with the work order, visible to your clients if you give them access, and exportable as PDF or CSV.

FAQ

Common Questions

Related

Works Hand in Hand With

Try Forms & Inspections With Your Own Team.

Start a free trial, or tell us what you need and we'll show you around.